See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,450 | $369,484-59.3% | $303,047-50.4% | $357,791-58.0% |
| Participation rate | 61.5% | 90.0%-28.4pp | 87.1%-25.6pp | 85.6%-24.1pp |
| Annual return | 9.60% | 0.42%+9.2pp | 2.47%+7.1pp | 396.79%-387.2pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,086 | $5,439-61.6% | $5,070-58.9% | $5,521-62.2% |
| Admin fee / account holder | $49,042 | $49,137-0.2% | $39,333+24.7% | $28,387+72.8% |